Purchases and Sales Made in Q2 2023 in J P Morgan ETF Tr Nasdaq Equit (JEPQ)

JEPQ Quotes by TradingView

This table provides information about the institutional ownership of J P Morgan ETF Tr Nasdaq Equit (JEPQ) during Q2 2023. The information is specifically focused on institutions that hold shares of J P MORGAN ETF TR NASDAQ EQUIT.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jul 24, 2023 Q2 2023
Total Clarity Wealth Management, Inc.

BUY
 -
4.85K
+ 25.66%
$214K - $234K
23.7K $1.36M
Jul 14, 2023 Q2 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
4.78K
New
$211K - $231K
4.78K $275K
Aug 11, 2023 Q2 2023
Sei Investments CO

Oaks, PA
BUY
 -
4.74K
New
$209K - $229K
4.74K $272K
Jul 26, 2023 Q2 2023
Seven Bridge Financial Group, LLC

BUY
 -
4.62K
+ 65.41%
$204K - $223K
11.7K $671K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
4.59K
+ 43.97%
$203K - $222K
15K $864K
Aug 07, 2023 Q2 2023
Ellis Investment Partners, LLC

BUY
 -
4.46K
+ 3.23%
$197K - $216K
143K $8.2M
Jul 17, 2023 Q2 2023
Tranquility Partners, LLC

BUY
 -
4.44K
New
$196K - $215K
4.44K $255K
Jul 26, 2023 Q2 2023
Beam Wealth Advisors, Inc.

BUY
 -
4.41K
+ 40.26%
$195K - $213K
15.4K $884K
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
4.23K
New
$187K - $205K
4.23K $243K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
4.17K
New
$184K - $202K
4.17K $239K
Jul 28, 2023 Q2 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
3.69K
+ 7.83%
$163K - $179K
50.9K $2.92M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
3.53K
+ 52.76%
$156K - $171K
10.2K $587K
Jul 05, 2023 Q2 2023
Modus Advisors, LLC

BUY
 -
3.46K
+ 46.8%
$153K - $168K
10.9K $624K
Jul 28, 2023 Q2 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
3.41K
+ 117.08%
$150K - $165K
6.32K $363K
Jul 12, 2023 Q2 2023
Howard Financial Services, Ltd.

BUY
 -
3.33K
+ 34.42%
$147K - $161K
13K $748K
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
3.13K
New
$138K - $151K
3.13K $180K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
3.01K
+ 75.67%
$133K - $146K
6.99K $402K
Aug 09, 2023 Q2 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
2.53K
+ 9.86%
$112K - $123K
28.2K $1.62M
Jul 10, 2023 Q2 2023
Bts Asset Management, Inc.

BUY
 -
2.33K
+ 17.87%
$103K - $113K
15.4K $883K
Aug 04, 2023 Q2 2023
Princeton Global Asset Management LLC

BUY
 -
2.18K
+ 348.0%
$96K - $105K
2.8K $161K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
2.15K
+ 11.43%
$95.1K - $104K
21K $1.21M
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
2.15K
New
$94.9K - $104K
2.15K $124K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.15K
+ 16.27%
$94.8K - $104K
15.4K $882K
Jul 17, 2023 Q2 2023
F Dx Advisors, Inc.

BUY
 -
2.14K
+ 4.38%
$94.6K - $104K
51.1K $2.93M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
2.12K
New
$93.7K - $103K
2.12K $122K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
2.1K
New
$92.7K - $102K
2.1K $121K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
1.95K
New
$86K - $94.3K
1.95K $112K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.88K
+ 29.27%
$82.9K - $90.9K
8.3K $477K
Sep 08, 2023 Q2 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
1.84K
+ 15.46%
$81.4K - $89.2K
13.8K $792K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.79K
+ 257.55%
$79K - $86.6K
2.49K $143K
Jul 18, 2023 Q2 2023
Eagle Bluffs Wealth Management LLC

Columbia, MO
BUY
 -
1.69K
+ 2.07%
$74.4K - $81.6K
83K $4.77M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.67K
New
$73.5K - $80.5K
1.67K $95.7K
Aug 14, 2023 Q2 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
1.6K
+ 12.41%
$70.7K - $77.4K
14.5K $833K
Jul 13, 2023 Q2 2023
Marcum Wealth, LLC

BUY
 -
1.39K
+ 27.81%
$61.5K - $67.4K
6.4K $368K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.28K
New
$56.5K - $61.9K
1.28K $73.6K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.22K
New
$53.9K - $59.1K
1.22K $70.2K
Sep 11, 2024 Q2 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
1.2K
+ 6.85%
$52.9K - $58K
18.7K $1.08M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.19K
+ 22.53%
$52.3K - $57.4K
6.45K $371K
Jul 24, 2023 Q2 2023
Whittier Trust CO

BUY
 -
1.07K
New
$47.1K - $51.6K
1.07K $61.3K
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
959
+ 6.29%
$42.3K - $46.4K
16.2K $931K
Jul 24, 2023 Q2 2023
Allen Capital Group, LLC

BUY
 -
950
+ 9.82%
$41.9K - $46K
10.6K $610K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
941
+ 407.36%
$41.5K - $45.5K
1.17K $67.4K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
930
+ 3.82%
$41K - $45K
25.3K $1.45M
Jul 24, 2023 Q2 2023
Hexagon Capital Partners LLC

BUY
 -
900
+ 900.0%
$39.7K - $43.5K
1K $57.5K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
826
+ 13.16%
$36.5K - $40K
7.1K $408K
Aug 10, 2023 Q2 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
775
New
$34.2K - $37.5K
775 $44.5K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
750
New
$33.1K - $36.3K
750 $43.1K
Jul 18, 2023 Q2 2023
Cutler Group LP

BUY
 -
700
New
$30.9K - $33.9K
700 $40.2K
Aug 14, 2023 Q2 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
635
New
$28K - $30.7K
635 $36.5K

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